Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Aug 11, 2011
James Brumley - View Profile
Personal Track Record
| Inception date | December 15, 2008 |
| Long/Short | Long and Short |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception December 15, 2008 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 13.38 | 4.41 |
| 3 month (%) | 5.05 | 4.76 |
| 1 year (%) | -22.64 | 2.09 |
| Annualized since inception (%) | 30.81 | 0.68 |
| Since inception (%) | 131.87 | n/a |
| Sharpe (annualized) | 0.76 | 0.01 |
| % of positive months | 50.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
Earnings Talk: Tech Rules, What’s on Tap This Week November 07, 2010
You’ll see a noticeable change in the length of the earnings calendars from this point on, indicating we’re now past the heart of earnings season. There are still some game-changers in the lineup though.
As for how the market fared so far (with 80% of companies reporting), about 67% of companies topped their EPS estimates, and 61% beat their revenue estimates. That’s pretty much the norm.
The most surprises came from the consumer discretionary and technology sectors. A full 82% of consumer......
-
Sector & Industry Stack-Up… Makes Sense, But Look at Bigger Picture November 07, 2010
After a multi-week slump, financial stocks finally took off and led last week’s gains. Given how badly they’d underperformed since mid-September, any marketwide bullish tide should continue to prove very fruitful for the group.
On the losing end of the spectrum were health care stocks, though they still ended the week with a small gain.
Sector Rank
[IMAGE]Here’s a look at how each sector has been accelerating or decelerating since the late-April top. The remaining upside for the financial sector......
-
Economic Barrage Slowing Down, Damage Done November 07, 2010
There’s too much data from last week to look at all of it; we’ll just hit the highlights, starting with personal income and personal spending. The former was down 0.1% for September, while the latter was up 0.2%. Correspondingly, consumer credit levels were up by $2.1 billion…. the first increase in many, many months. Back to the norm of “spend more than you make.”
On the jobs front, the bigger trend showed marked improvement, even if the near-term trend slumped a bit over the last couple of......
-
S&P 500 Strained, Time to Head to the Sidelines November 07, 2010
Apparently the secret formula for bullishness is quantitative easing. Never mind the fact that the Fed’s decision to (further) lower interest rates doesn’t directly create jobs, nor does it prompt a bank to suddenly determine a potential borrower is more credit-worthy. The market just wanted to see evidence that the Fed was ahead of the curve, and Bernanke delivered. Boom - stocks gained 3.6% last week, most of it on Thursday.
But is there any longevity to the uptrend? Bluntly, you’d be......
- Job Title Freelance writer
- Industry Writing and Editing
- Expertise 10-20 years
- Year of Birth 1971
- Country United States
- State Kentucky
Follow investment models for free
Start FREE Trial - Create Mirroring AccountImportant Information
- Past performance is no guarantee of future results.
- Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, dividends, earnings distributions, and cash in the portfolio.
- Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
- All graph data is as of the end of day for the referenced period, unless otherwise specified.
- Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More
- All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.